Funds & Allocation is where your co-marketing budget becomes a real program: set up a fund with a budget and period, then allocate it to partners by segment, fixed or pooled, so everyone knows what they have to spend.
What it does
A marketing fund holds a budget for a period and the rules for how partners can use it. You create a fund, set its currency and period, and allocate budget to partners by segment. You decide whether each partner in a segment gets a fixed amount or whether the segment draws from a shared pool, so the same engine supports both per-partner entitlements and first-come pooled programs. Because allocation is driven by segments, your existing partner segments determine who gets what, and the budget updates as partners qualify. Partners see their allocation and remaining balance in the portal, so the program is transparent from the start rather than a black box partners have to email you about.The problem it solves
MDF budgets run in spreadsheets are opaque and hard to control:- Budgets are tracked by hand → Define a fund with a budget and period in one place.
- Allocation is manual and error-prone → Allocate by segment, so the right partners get the right amount.
- Programs need different models → Choose fixed-per-partner or pooled allocation.
- Partners do not know their balance → Partners see their allocation in the portal.
From problem to solution
Funds & Allocation turns a budget into a transparent, segment-driven program. Set the fund and period, allocate by segment, and pick fixed or pooled. Partners see what they have, and your team controls the budget without a spreadsheet.Use cases
Stand up a fund
Create a fund with a budget and period.
Allocate by segment
Give budget to the right partners automatically.
Support any model
Choose fixed-per-partner or pooled allocation.
Show partners their balance
Make the program transparent in the portal.
Impact
- Time to value - Set budgets and allocation rules in an afternoon, so funds are ready to spend this quarter.
- Low total cost of ownership - Partner marketing runs funds with no engineering.
- CRM-native - Fund activity ties to CRM-linked records for reporting.
Who it’s for
Partner Marketing
Designs and budgets the MDF program.
Partner Operations
Allocates budget and configures funds.
Works with
Requests, Claims & ROI
Allocations back the requests partners submit.
Tiers
Budget MDF by tier.
Headless
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Integration surface and code.